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Perigon Wealth Management, LLC: AIQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Perigon Wealth Management, LLC on AIQ, newest first. How the timeline and the estimate are built.

Perigon Wealth Management, LLC held 37,252 AIQ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,252 shares
    Change vs previous 13F -1,642 shares

    0.04% of the 13F portfolio, value $2,444,110.

    13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 38,894 shares
    Change vs previous 13F +4,570 shares

    0.03% of the 13F portfolio, value $1,815,188.

    13F-HR 0001951757-26-000567 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,324 shares
    Change vs previous 13F +2,917 shares

    0.03% of the 13F portfolio, value $1,745,709.

    13F-HR 0001951757-26-000202 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 31,407 shares
    Change vs previous 13F +8,614 shares

    0.03% of the 13F portfolio, value $1,551,181.

    13F-HR 0001951757-25-001161 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 22,793 shares
    Change vs previous 13F +11,576 shares

    0.02% of the 13F portfolio, value $995,834.

    13F-HR 0001951757-25-000869 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,217 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $408,081.

    13F-HR 0001951757-25-000439 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).